Signature Wealth Management Partners, LLC - Portfolio overview

Signature Wealth Management Partners, LLC has 125 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVE - ISHARES TR, 10.14%
2. JAAA - JANUS DETROIT STR TR, 7.99%
3. JEPI - J P MORGAN EXCHANGE TRADED F, 6.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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